Stephan Peasley

from Klein Pavlis & Peasley Financial, Inc.
SEC regulated
Regulated Investment Advisor
Stephan Peasley is a financial advisor based in California, Irvine, with 24 years of experience. Stephan currently works for Klein Pavlis & Peasley Financial, Inc.. Stephan maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephan Peasley works at Klein Pavlis & Peasley Financial, Inc.
Klein Pavlis & Peasley Financial, Inc. is a financial advisory firm based in Irvine, California. It currently has approximately $162,648,506 of assets under management and employs about 4 people. Klein Pavlis & Peasley Financial, Inc. uses a fee structure of a percentage of assets under your management, subscription fees and online educational classes.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, subscription fees and online educational classes
Office location
17875 Von Karman Avenue, Suite 150, Irvine, California, 92614

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